Who I work with
As tax director, I work with individual and closely held businesses to provide third-party administration, retirement plan consulting and ERISA compliance services. My clients range from companies with less than 10 employees to companies with more than a hundred employees.
With more than 40 years of experience, I specialize in retirement plan consulting, individual income tax and business tax. I review individual and business returns then provide clients with consulting in effort to guarantee the best tax saving methods are in place. I enjoy designing customized employee benefit plans to fit my client’s needs.
Unique things about me
I am an avid “Coca Cola” collector and have an entire room dedicated to Coke paraphernalia. I even have a Coke-themed Christmas tree.
When I am not at work
I love spending time with my children and grandchildren and am always dreaming of the beach. My passion is volunteering. When I am not at work you can find me at the Living Bridges Ministry, a local non-profit in Georgia.
People say I am
Trustworthy, loyal, hardworking and dedicated.
I serve as Treasurer of Living Bridges Ministry, was the past President of Quota International of Valdosta and served on the Wiregrass Accounting Advisor Committee. Other affiliations include:
- I am a current member of GSCPA of AICPA